PEY Institutional Ownership & Shareholders
INVESCO HIGH YIELD EQUITY DI (PEY) is currently held by 181 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $390.91M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of PEY tracked by InsiderSet, reporting ownership valued at approximately $104.41M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $109.95M, representing an estimated gain of +5.31% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed PEY value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in INVESCO HIGH YIELD EQUITY DI (PEY).
This page ranks the largest institutional PEY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
181
Total Reported Value
$390.91M
Largest Holder
Bank Of America Corp
Largest Position
$104.41M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
37
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.01% | 4,504,254 | $104,408,598 | $109,948,840 | +$5,540,242 | +5.31% | |
| Morgan Stanley | 0.00% | 2,401,540 | $55,667,708 | $58,621,591 | +$2,953,883 | +5.31% | |
| Lpl Financial Llc | 0.01% | 1,351,755 | $31,333,675 | $32,996,340 | +$1,662,665 | +5.31% | |
| Wells Fargo & Company/Mn | 0.00% | 948,153 | $21,978,201 | $23,144,415 | +$1,166,214 | +5.31% | |
| Raymond James Financial Inc | 0.00% | 655,744 | $15,200,139 | $16,006,711 | +$806,572 | +5.31% | |
| Investors Research Corp | 1.62% | 404,850 | $9,236,329 | $9,882,389 | +$646,060 | +6.99% | |
| Cetera Investment Advisers | 0.01% | 395,559 | $9,169,054 | $9,655,595 | +$486,541 | +5.31% | |
| Two Sigma Investments, Lp | 0.01% | 313,700 | $7,271,566 | $7,657,417 | +$385,851 | +5.31% | |
| Ubs Group Ag | 0.00% | 311,987 | $7,231,859 | $7,615,603 | +$383,744 | +5.31% | |
| Jones Financial Companies Lllp | 0.00% | 270,620 | $6,359,576 | $6,605,834 | +$246,258 | +3.87% | |
| Good Steward Wealth Advisors,Llc | 3.05% | 217,982 | $5,052,823 | $5,320,941 | +$268,118 | +5.31% | |
| Royal Bank Of Canada | 0.00% | 208,584 | $4,835,000 | $5,091,535 | +$256,535 | +5.31% | |
| Salomon & Ludwin, Llc | 0.38% | 202,668 | $4,623,708 | $4,947,126 | +$323,418 | +6.99% | |
| Ameriprise Financial Inc | 0.00% | 195,853 | $4,539,874 | $4,780,772 | +$240,898 | +5.31% | |
| United Capital Financial Advisors, Llc | 0.02% | 191,314 | $4,436,560 | $4,669,975 | +$233,415 | +5.26% | |
| Mai Capital Management | 0.02% | 175,002 | $4,056,544 | $4,271,799 | +$215,255 | +5.31% | |
| Osaic Holdings, Inc. | 0.00% | 168,241 | $3,899,863 | $4,106,763 | +$206,900 | +5.31% | |
| Alphacore Capital Llc | 0.07% | 167,763 | $3,888,757 | $4,095,095 | +$206,338 | +5.31% | |
| Founders Grove Wealth Partners, Llc | 0.70% | 156,001 | $3,559,038 | $3,807,984 | +$248,946 | +6.99% | |
| Ghp Investment Advisors, Inc. | 0.12% | 138,423 | $3,158,006 | $3,378,905 | +$220,899 | +6.99% | |
| Cresta Advisors, Ltd. | 1.35% | 135,354 | $3,087,994 | $3,303,991 | +$215,997 | +6.99% | |
| Commonwealth Equity Services, Llc | 0.00% | 133,451 | $3,044,580 | $3,257,539 | +$212,959 | +6.99% | |
| Sanctuary Advisors, Llc | 0.01% | 119,089 | $2,760,495 | $2,906,962 | +$146,467 | +5.31% | |
| Ifp Advisors, Inc | 0.05% | 120,214 | $2,742,586 | $2,934,424 | +$191,838 | +6.99% | |
| Beacon Pointe Advisors, Llc | 0.01% | 105,830 | $2,453,130 | $2,583,310 | +$130,180 | +5.31% | |
| Onedigital Investment Advisors Llc | 0.02% | 103,958 | $2,409,753 | $2,537,615 | +$127,862 | +5.31% | |
| Goldman Sachs Group Inc | 0.00% | 98,315 | $2,278,942 | $2,399,869 | +$120,927 | +5.31% | |
| Aspire Capital Advisors Llc | 0.42% | 93,653 | $2,170,877 | $2,286,070 | +$115,193 | +5.31% | |
| Stifel Financial Corp | 0.00% | 91,623 | $2,123,819 | $2,236,517 | +$112,698 | +5.31% | |
| Wealth Alliance, Llc | 0.17% | 86,323 | $2,000,968 | $2,107,144 | +$106,176 | +5.31% | |
| Iht Wealth Management, Llc | 0.04% | 82,303 | $1,907,794 | $2,009,016 | +$101,222 | +5.31% | |
| Equitable Holdings, Inc. | 0.01% | 81,972 | $1,900,100 | $2,000,937 | +$100,837 | +5.31% | |
| Captrust Financial Advisors | 0.00% | 74,031 | $1,716,028 | $1,807,097 | +$91,069 | +5.31% | |
| Fifth Third Bancorp | 0.00% | 71,883 | $1,666,248 | $1,754,664 | +$88,416 | +5.31% | |
| Private Advisor Group, Llc | 0.01% | 70,413 | $1,632,177 | $1,718,781 | +$86,604 | +5.31% | |
| Envestnet Asset Management Inc | 0.00% | 68,670 | $1,591,765 | $1,676,235 | +$84,470 | +5.31% | |
| Axis Wealth Partners, Llc | 0.66% | 59,533 | $1,379,968 | $1,453,201 | +$73,233 | +5.31% | |
| Mml Investors Services, Llc | 0.00% | 54,718 | $1,268,369 | $1,335,666 | +$67,297 | +5.31% | |
| Johnson Investment Counsel Inc | 0.01% | 52,175 | $1,209,411 | $1,273,592 | +$64,181 | +5.31% | |
| Janney Montgomery Scott Llc | 0.00% | 48,783 | $1,131,000 | $1,190,793 | +$59,793 | +5.29% | |
| New Insight Wealth Advisors | 0.32% | 46,622 | $1,080,698 | $1,138,043 | +$57,345 | +5.31% | |
| Virtu Financial Llc | 0.03% | 45,424 | $1,053,000 | $1,108,800 | +$55,800 | +5.30% | |
| Southstate Bank Corp | 0.04% | 43,049 | $997,876 | $1,050,826 | +$52,950 | +5.31% | |
| Waverly Advisors, Llc | 0.01% | 42,911 | $994,679 | $1,047,458 | +$52,779 | +5.31% | |
| Newedge Advisors, Llc | 0.00% | 42,146 | $976,938 | $1,028,784 | +$51,846 | +5.31% | |
| Arax Advisory Partners | 0.01% | 41,957 | $972,563 | $1,024,170 | +$51,607 | +5.31% | |
| Prospera Financial Services Inc | 0.01% | 40,127 | $930,164 | $979,500 | +$49,336 | +5.30% | |
| Barrett & Company, Inc. | 0.24% | 39,096 | $891,943 | $954,333 | +$62,390 | +6.99% | |
| Rockefeller Capital Management L.P. | 0.00% | 37,006 | $857,808 | $903,316 | +$45,508 | +5.31% | |
| Principal Securities, Inc. | 0.01% | 36,739 | $851,601 | $896,799 | +$45,198 | +5.31% |
Frequently asked questions about PEY
Who are the largest institutional holders of PEY?
The largest institutional holders of PEY reported in the latest SEC Form 13F filings include Bank Of America Corp, Morgan Stanley, Lpl Financial Llc, Wells Fargo & Company/Mn, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported PEY position.
What is PEY institutional ownership?
This page tracks PEY positions reported by institutional investment managers through SEC Form 13F. INVESCO HIGH YIELD EQUITY DI (PEY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PEY?
InsiderSet currently tracks 181 institutional managers reporting PEY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PEY shareholders.
How much PEY stock do institutions own?
Institutional investment managers disclosed approximately $390.91M in PEY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PEY institutional ownership last updated?
The latest PEY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PEY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PEY position after the reporting date.
Are institutions buying or selling PEY?
Institutional buying and selling can be analyzed by comparing PEY positions across consecutive 13F reporting periods. InsiderSet's PEY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PEY ownership changes.
How has PEY institutional ownership changed over time?
InsiderSet tracks PEY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.